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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,212 | $201,344+57.5% | $184,243+72.2% | $145,877+117.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.92% | 29.01%-5.1pp | 28.82%-4.9pp | 551.28%-527.4pp |
| Employer contribution / active EE | $18,693 | $7,022+166.2% | $6,427+190.9% | $4,663+300.9% |
| Participant deferral / active EE | $17,559 | $9,807+79.1% | $9,132+92.3% | $6,691+162.4% |
| Admin fee / account holder | $158,703 | $16,382+868.8% | $13,914+1040.6% | $13,402+1084.2% |